Islandwood 401(K) Plan

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
Neuberger Berman Socially Responsive Fund Class A	NRAAX	B	U.S. All Cap	15	1.09%
Vanguard 500 Index Fund Investor Class	VFINX	C	U.S. Large Cap	15	0.17%
Parnassus Core Equity Fund - Investor Shares	PRBLX	C	U.S. Large Cap	15	0.87%
American Funds AMCAP Fund Class R-4	RAFEX	D	U.S. Large Cap	15	0.72%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	D	U.S. Large Cap	7	0.17%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
Vanguard Balanced Index Fund Investor Shares	VBINX	D	U.S. All Cap	10	0.24%
BlackRock Global Allocation Fund, Inc. Institutional Shares	MALOX	C	U.S. All Cap	10	0.78%
U.S. Equities - Growth
Buffalo Mid Cap Fund	BUFMX	A-	U.S. Mid Cap - Growth	17	1.01%
T. Rowe Price New America Growth Fund Advisor Class	PAWAX	A--	U.S. All Cap - Growth	18	1.07%
T. Rowe Price Health Sciences Fund	PRHSX	B-	U.S. Mid Cap - Growth	18	0.79%
T. Rowe Price Global Technology Fund	PRGTX	B-	U.S. Mid Cap - Growth	29	0.95%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class R-4	RWMEX	D++	U.S. Mega Cap - Value	14	0.65%
Royce Special Equity Fund Service Class	RSEFX	D++	U.S. Small Cap - Value	17	1.39%
BlackRock Natural Resources Trust Institutional Shares	MAGRX	B++	U.S. All Cap - Value	23	0.8%
Specialty
Franklin Utilities Class A	FKUTX	F++	U.S. Real Estate	16	0.75%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
BlackRock Emerging Markets Fund Institutional Shares	MADCX	A	Emerging Markets	18	1.29%
Bonds
Vanguard Prime Money Market Fund Investor Shares	VMMXX	C	U.S. Cash / Money Market	0	0%
Vanguard Total Bond Market Index Fund Investor Shares	VBMFX	C-	Bond - Multi Sector	3	0.2%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
Other
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX		Other	0	0.17%
PIMCO High Yield Fund Class D	PHYDX		Other	0	0.9%
PIMCO Total Return Fund Class D	PTTDX		Other	0	0.75%

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